EQT AB张8.5%，领跑一众成分股。 明晟公司MSCI北欧国家指数涨3.8%，创2022年3月16日（当天收涨4.1%）以来最佳单日表现，报315.15 点。 北欧共和板块带动市场走高，在81只成分股里，仅仅一只股票收跌。 ...

During a recent investing conference held by Raymond James & Associates on March 3, 2025, MSCI (MSCI -0.86%) CFO Andy Wiechmann shared valuable insights about the company's position, growth initiatives, and future opportunities. For long-term investors, the discussion revealed important strategic elements about MSCI's business model and ability to capitalize on key trends in the investment industry.MSCI's Role as Critical Market Infrastructure ProviderMSCI provides essential frameworks and tools that connec ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________ FORM 10-K ________________________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commiss ...

Following my coverage on MSCI (NYSE: MSCI ) in Oct ’24, which I recommended a buy rating due to my expectation that the demand outlook remains intact given the better fund inflows, this post is to provide an updateI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn ...

Group 1 - MSCI Inc. announced its Q4 and FY24 results, which did not meet revenue expectations due to a challenging demand environment for financial information services [1] - The company continues to experience underperformance in international indexes, impacting overall financial performance [1] Group 2 - The article emphasizes the importance of investing in companies with strong qualitative attributes and acquiring them at attractive prices based on fundamentals [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid losses while maximizing exposure to high-potential companies [1]

MSCI’s (MSCI) fourth-quarter 2024 adjusted earnings of $4.18 per share beat the Zacks Consensus Estimate by 5.56% and increased 13.6% year over year.MSCI’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, which is commendable.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues increased 7.7% year over year to $743.5 million, missing the consensus mark by 0.13%. Organic revenues rose 7.4% year over year.Recurring subscriptions of $543.3 million inc ...

Core Insights - MSCI exceeded earnings expectations with an adjusted EPS of $4.18, surpassing the consensus estimate of $3.96, but fell short on revenue, reporting $743.5 million against an anticipated $745 million [1][3] - The company experienced a significant decline in net income, which decreased by 24.3% year-over-year due to the absence of prior period gains [2][8] Financial Performance - Adjusted EPS for Q4 2024 was $4.18, up 13.6% from $3.68 in Q4 2023 [3] - Operating revenue was $743.5 million, reflecting a 7.7% increase from $690.1 million in the previous year [3] - Operating margin improved to 54.5%, a slight increase from 53.7% year-over-year [3][7] - Net income for the quarter was $305.5 million, down from $403.4 million in Q4 2023 [3] Business Segments - The Index segment accounted for 57.4% of overall revenue in 2023, showing a revenue growth of 8.3% year-over-year, driven by a 20.8% rise in asset-based fees [4][6] - The ESG and Climate segment's operating revenue grew by 11.8%, with a notable 64.1% increase in non-recurring revenue, aligning with global trends towards sustainable investing [6] Operational Efficiency - MSCI maintained a vigilant control over expenditures, which grew by only 5.9%, allowing for steady margin expansion despite increased costs [7] - The company is strategically investing in technology and personnel to support growth initiatives [7] Challenges and Outlook - The decline in net income reflects challenges in converting operational successes into profit, with some pressures from non-recurring revenue and contract renewals [8][9] - Looking ahead, MSCI is focused on strategic expansion in data and technological innovation, particularly in its Index and ESG offerings, as part of its 2025 strategy [10] - Projected adjusted EBITDA expenses are expected to be between $1.22 billion and $1.25 billion, with interest expenses anticipated between $182 million and $186 million [11]

When investors think of market indices and analytics, they primarily think of two names: S&P Global ( SPGI ) and MSCI Inc (NYSE: MSCI ). Obviously S&P Global is the granddaddy of the industry, having been founded in 1860. That company is also25 years+ in the financial/investment industry. Former Senior Managing Editor here at Seeking Alpha; the tail end of an ~11 year stint working for SA. Prior to this, I worked as a Treasury Manager for a large commodities firm, where I managed financial liquidity, curren ...

Full Year and Fourth Quarter 2024 Earnings presentation January 29, 2025 © 2024 MSCI Inc. All rights reserved. Forward-Looking Statements 2 • This earnings presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including without limitation, MSCI's Full-Year 2025 guidance and MSCI's long-term targets. These forward-looking statements relate to future events or to future financial performance and involve underlying assumptions, as well as k ...

MSCI (MSCI) reported $743.51 million in revenue for the quarter ended December 2024, representing a year-over-year increase of 7.7%. EPS of $4.18 for the same period compares to $3.68 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $744.46 million, representing a surprise of -0.13%. The company delivered an EPS surprise of +5.56%, with the consensus EPS estimate being $3.96.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...